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Travelers Companies

1,609 hedge funds and large institutions have $50.5B invested in Travelers Companies in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 590 increasing their positions, 552 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $48.9B → $50.5B (+$1.58B)

0% less funds holding

Funds holding: 1,6131,609 (-4)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

Holders
1,609
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$159M
Puts
$144M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1026
MKT Advisors
California
$390K
SB
1027
Simmons Bank
Arkansas
$389K
SC
1028
Scotia Capital
Ontario, Canada
$388K
DIA
1029
Dana Investment Advisors
Wisconsin
$387K
TIA
1030
Tiemann Investment Advisors
California
$387K
MPIA
1031
Milestones Private Investment Advisors
New York
$385K
OF
1032
Optimize Financial
California
$384K
IC
1033
Inscription Capital
Texas
$383K
WG
1034
Winton Group
United Kingdom
$382K
DOA
1035
D'Orazio & Associates
Virginia
$382K
HCM
1036
Howard Capital Management
Georgia
$382K
GSEP
1037
Golden State Equity Partners
California
$382K
HPBT
1038
Hickory Point Bank & Trust
Illinois
$380K
AA
1039
Advisory Alpha
Michigan
$379K
WIM
1040
WealthPlan Investment Management
Nebraska
$378K
KIA
1041
Knollwood Investment Advisory
Maryland
$378K
RWP
1042
RWA Wealth Partners
Massachusetts
$378K
AIM
1043
Aspen Investment Management
Michigan
$376K
GWWM
1044
Great Waters Wealth Management
Minnesota
$375K
HNWA
1045
Henrickson Nauta Wealth Advisors
Michigan
$375K
MSS
1046
Mitchell Sinkler & Starr
Pennsylvania
$375K
ABWM
1047
Alpine Bank Wealth Management
Colorado
$373K
SSC
1048
Syverson Strege & Co
Iowa
$373K
WIC
1049
Woodmont Investment Counsel
Tennessee
$371K
WA
1050
Wealthstar Advisors
Texas
$371K